See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,295 | $138,044+87.8% | $125,339+106.9% | $134,475+92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.99% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $9,742 | $5,243+85.8% | $4,814+102.4% | $4,740+105.5% |
| Participant deferral / active EE | $10,188 | $7,799+30.6% | $7,446+36.8% | $6,400+59.2% |
| Admin fee / account holder | $17,987 | $11,571+55.4% | $10,010+79.7% | $11,426+57.4% |